Running a Capital Appeal (18 & 19-Nov-24)

18 - 19 November 2024
10:00AM to 04:30PM

Individual Prices

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Package Type Available To Price
Individual Member Fee All Days Individual Members £305
Non-Individual Member Fee All Days Non Individual Members £363

This practical two-day course ensures that you will have the knowledge and tools required to plan, manage and close a successful capital campaign; avoiding the common pitfalls and helping you to meet your goals.

Standard Content
Who should attend?
  • Fundraisers that are considering a capital campaign and want to know what they have to do to prepare the organisation to run a successful capital campaign
  • Campaign chairs and members of capital campaign boards
  • Self-employed consultants to charities that provide capital campaign direction
What's covered in the course

You will learn the crucial three key elements of a successful capital campaign which include:

Planning a Capital Campaign

  • Establishing if you are ready to run a successful capital campaign
  • Assessing the risks and opportunities by conducting research and a feasibility study
  • Developing your capital campaign strategy and brand
  • Establishing the timetable and phasing of the campaign
  • Selecting and recruitment of staff, volunteers and leaders
  • Identifying the roles and responsibilities of a campaign board

Managing the Campaign

  • Identifying the six phases of the capital campaign structure – from Private to Public appeal
  • Managing your campaign board expectations
  • Applying appropriate solicitation tactics
  • Learning how to keep you, your team and the campaign on track
  • Sticking to your budgets and keeping costs down
  • Implementing the communication and marketing plan

Closing the Campaign

  • Converting pledges to donations
  • Developing donor stewardship and post campaign relationships
  • Evaluating your campaigns performance
  • Planning and preparing for what is next
  • Recording and reviewing lessons learnt

THE LIVE VIRTUAL TRAINING EXPERIENCE

The Chartered Institute of Fundraising's live virtual training is delivered by trainers who are leading experts in their chosen discipline. Each virtual course has been especially designed to deliver a rich virtual learning experience. Your course will feature:

  • Zoom platform learning environment
  • Interactive engagement with the trainer and peers
  • Group discussions and exercises
  • Real-life case studies and examples
  • Ample Q&A opportunities throughout the sessions

TECHNOLOGY REQUIREMENTS

The course is being delivered via the online platform zoom. To enable you to interact with your tutor and your class you will need to have access to a microphone (or access to a landline phone) and ideally have a working video link via a camera. To test compatibility with your system, you can join a test meeting via this link https://zoom.us/test

About your trainer

Gill Jolly FCIOF(Dip) has a background in psychology and over 30 years' experience in the charity sector working as a fundraiser, manager, director and trainer of fundraisers and support teams with a wide variety of sizes and types of organisation. She runs her own consultancy and works with not-for-profit organisations across the UK and Europe providing a wide range of bespoke fundraising and management consultancy services. Gill has worked with the CIOF since 2000 delivering fundraising’s professional qualifications and leading courses on strategy, management and implementation.

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